Premier Wealth Management based in Birmingham, UK

Protecting your future

allowing businesses to flourish

Running a business is a sea of possibilities and, as an entrepreneur, you’ll be in the enviable position of being in control of most of them. Increased success presents even more possibilities to maximise the rewards for your hard work, dedication and investment.

Busy entrepreneurs can sometimes neglect aspects their personal finances in favour of their business, but the times you’re working hard on your business are the best ones to make plans for your financial future. Even small investments and contributions to savings plans and pension pots can lead to greater wealth in the future. We can help you make the most of your available resources now, allowing more time for your wealth to grow.

We can also help you plan for change, both while you’re working on your business and for what would happen if you weren’t. Businesses can be adversely affected by unexpected market movements, the loss of its founder or key staff, and even unanticipated legal fees.

It’s vital that Entrepreneurs have clear plans and agreements in place that outline how the business will continue in the event of death, serious illness or unforeseen events. No one wants to see years of hard work come to nothing due to a lack of planning.

We’ll help you answer the following questions:

  • How can you make the most of your business and personal finances to grow your wealth?
  • How can you maximise your pension for when you leave the business?
  • What would happen to your business if you or a key person died or could not work? Would the business survive this?
  • How would your creditors react?
  • How would shareholders family receive the full value of their shareholding?
  • Would other key people or family members want to be involved in the future direction of the business?

 

Our team can outline the different options and approaches available to protect your future, advise you on the most suitable options for your circumstances and help you put in place the best solutions.

The plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse.

Why choose Temple Row?

The best people

Our team are experts in assisting entrepreneurs with their Wealth. We will work hard to protect your business and maximise the value you get from it.

Core values

We have a set of values that are present in everything we do. They ensure we put our clients first and provide a transparent service tailored to your individual needs.

WOW Process

Our proprietary process gives us a deep understanding of your personal circumstances and helps us to continually match your goals to your risk and returns.

Frequently asked questions

Most entrepreneurs and businesspeople put their heart and soul into what they do. The things that need to be considered are; loss of income, inability to work and even the untimely death of a key worker or owner. There are a number of solutions for all of these scenarios.

All the entrepreneurs we work with ask this question. It is difficult to do. We have built a system to make sure that owners diversify to compliment the business focus and incorporate a plan to build a foundation in case of unforeseen circumstances.

We typically suggest having a backup executor for any of your instructions in case of this occurrence. This is always handled on a case by case basis.

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Interested?

We’d happily talk through our offering and guide you through our personal approach to protecting the future of your business.